Build a New Version of an Active Template

• There are two builder/archives for each lab site, one for oncology and the other for non-oncology. Check the top of the view to determine which you have open.
• One or more templates can be associated to each product cell type used in a protocol or treatment plan. See Overview of the Protocol & Treatment Plan Builder/Editor.
• To permanently remove a template, see Deleting a Protocol, Treatment Plan, Default Group, or Template.
• The new version of a template can be used as a replacement for the current version, or as the basis of another template for the product cell type.

• If you haven't already, access the builder.
  1. Log on to Biotherapy Tools.
  2. Hold the mouse pointer over the Protocol/Treatment Plan tab.
  3. Mouse over to the specialty you want, Oncology or Non-Oncology, and then click the Builder/Editor option.
• Find and select the active template to be versioned:

• Browse the builder tree   
  1. Click the Protocols or Treatment Plans heading to display the available protocols or treatment plans.
  2. Click the protocol or treatment plan name to select it and display its product cell types.

  3. Click name of the product cell type to display all associated templates.
  4. Click to select the template. Selected items are displayed in red.
• Search by name of the protocol, treatment plan, or template

  Find the template:

  1. Click the type of template you're looking for in the builder tree: Protocols, Treatment Plans, or Default Groups.
  2. In the pop-up menu (bottom right), click Find by type of template or Template Name (where type of template is Protocol, Treatment Plan, or Default Group).
  3. In the Search Criteria pane, click to select an option: Search type of template or Search by Template Name.
  4. Type the text to search for. Capitalization does not matter. The search looks for the exact sequence anywhere in the name of the protocol, treatment plan, default group, or template (depending on your selection in step 1).
  5. Click Find.

  Go to the template in the builder:

  1. Click to select the line for a template in the list.
  2. In the pop-up menu (bottom right), click Go to this item.

  3. Click to select the protocol, treatment plan, or default group. Selected items are displayed in red.

• Templates that are available through Biotherapy Order Entry (BOE) are flagged as ACTIVATED.

• To add a new version of the selected active template:

1. Click New Version.
2. The name of the template is not changed. The version number is incremented automatically by point one.

• If needed, type to change the version number. If you are using this copy as a starting point for a new template, start with version 1.0.
• If you are using this copy as a starting point for a new template, type a new name for the template.
  The name of a template for reprocessing existing product must include "XXXXX Release to Process" where XXXXX is the number of the protocol or treatment plan.

3. Comments are included in the builder view of the template, but do not print; comments carry over when a new version of the template is created. Comments cannot be seen by ordering providers.
4. Click Save.
5. When prompted, type your password.
6. Click OK.

• Update the new version: See Editing a Template.

• If needed, inactivate the older  version.